Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,680 | $755,339-98.7% | $379,746-97.5% | $158,966-93.9% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 53.41%-53.4pp | 34.90%-34.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $4,295 | $4,685-8.3% | $3,540+21.3% | $4,762-9.8% |
| Participant deferral / active EE | $6,732 | $7,938-15.2% | $6,024+11.7% | $5,983+12.5% |
| Admin fee / account holder | $167 | $14,482-98.8% | $7,927-97.9% | $11,250-98.5% |